Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edmund Fry is a financial advisor with Fidelity Brokerage Services LLC. Robert has been in the securities industry since June 27, 2009. Robert has been registered with Fidelity Brokerage Services LLC since November 5, 2021. Prior to joining Fidelity Brokerage Services LLC, Robert worked at Mutual of Omaha Investor Services, Inc. Robert has passed the Series 7, Series 63 and Series 66 exams. Robert is registered with the state of Connecticut. Robert provides financial planning, educational seminars, and selection of other advisors services to high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and corporations or other businesses.
MILFORD, CT
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CT
12/12/2021 - Present
Fidelity Personal AND Workplace Advisors (MILFORD CT)
CT
04/02/2019 - 09/27/2021
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (TRUMBULL CT)
CT
05/05/2016 - 03/27/2019
PRUCO SECURITIES, LLC. (SHELTON CT)
CT
03/30/2016 - 05/09/2016
PFS INVESTMENTS INC. (WALLINGFORD CT)
CT
09/29/2009 - 06/17/2014
GREENWICH FINANCIAL SERVICES, L.L.C. (GREENWICH CT)
CT
11/08/2005 - 01/03/2008
GREENWICH FINANCIAL SERVICES, L.L.C. (GREENWICH CT)
BOTH
Issued 7/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/7/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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